NexPoint Merger Arbitrage Fund Filings and Literature

For Investors

Account Options Form
General Wiring Instructions
Letter of Instruction Form
Retail New Account Application
Code of Ethics
Capital Gains Estimate for 2021

College Planning

Coverdell Application

Non-Retirement Accounts

Transfer on Death (TOD) Registration Request Form

Before investing in any of the NexPoint funds, you should carefully consider the fund’s investment objectives, risks, charges, and expenses. A copy of a fund’s prospectus, which contains this and other information, is available on the fund’s website or by calling the shareholder services at (844) 485-9167.

Please read the prospectus carefully before investing. This website is neither an offer to sell nor a solicitation of an offer to buy any of the securities described herein. An investment in any of the NexPoint offerings involves risk, and there can be no assurance that the investment objectives will be met. Past performance does not guarantee future results.

NexPoint Merger Arbitrage Fund Filings and Literature

SEC Filings

Fact Sheet
Statutory Prospectus
Summary Prospectus
SAI
Annual Report
Semi-Annual Report
NPORT
All SEC Filings

IRA Forms

Beneficiary Change Form
IRA Distribution Request Form
IRA-403(b)(7) Account Application
Recharacterization Form
Required Minimum Distribution (RMD) Form
Roth IRA Conversion Form
Traditional, Roth, and SEP IRA Custodial Agreement
Transfer of Assets Form
UMB Privacy Notice

403(b)

403(b) Custodial Account Agreement
403(b) Distribution Instructions and Forms
IRA-403(b)(7) Account Application

For Investors

Account Options Form
General Wiring Instructions
Letter of Instruction Form
Retail New Account Application
Code of Ethics
Capital Gains Estimate for 2021

College Planning

Coverdell Application

Non-Retirement Accounts

Transfer on Death (TOD) Registration Request Form

Follow NexPoint on LinkedIn

NexPoint Merger Arbitrage Fund Filings and Literature

SEC Filings

Fact Sheet Statutory Prospectus Summary Prospectus SAI Annual Report Semi-Annual Report NPORT All SEC Filings

IRA Forms

Beneficiary Change Form IRA Distribution Request Form IRA-403(b)(7) Account Application Recharacterization Form Required Minimum Distribution (RMD) Form Roth IRA Conversion Form Traditional, Roth, and SEP IRA Custodial Agreement Transfer of Assets Form UMB Privacy Notice

403(b)

403(b) Custodial Account Agreement 403(b) Distribution Instructions and Forms IRA-403(b)(7) Account Application

For Investors

Account Options Form General Wiring Instructions Letter of Instruction Form Retail New Account Application Code of Ethics Capital Gains Estimate for 2021

College Planning

Coverdell Application

Non-Retirement Accounts

Transfer on Death (TOD) Registration Request Form

Follow NexPoint on LinkedIn

Fact Sheet
Statutory Prospectus
Summary Prospectus
SAI
Annual Report
Semi-Annual Report
NPORT
All SEC Filings

Beneficiary Change Form
IRA Distribution Request Form
IRA-403(b)(7) Account Application
Recharacterization Form
Required Minimum Distribution (RMD) Form
Roth IRA Conversion Form
Traditional, Roth, and SEP IRA Custodial Agreement
Transfer of Assets Form
UMB Privacy Notice

403(b) Custodial Account Agreement
403(b) Distribution Instructions and Forms
IRA-403(b)(7) Account Application

Account Options Form
General Wiring Instructions
Letter of Instruction Form
Retail New Account Application
Code of Ethics
Capital Gains Estimate for 2021